A highly regarded boutique financial planning and employee benefits advisory is seeking an Employee Benefits Specialist to support its expanding corporate client portfolio.
Established in recent years and experiencing strong organic growth, the firm now advises on £125m+ of client assets and continues to build long-term partnerships with businesses and their employees across the UK. The organisation prides itself on delivering thoughtful, client-centric advice and maintaining exceptional service standards. Our client have reacted to market feedback, we now can offer this role for 2 or 3 days in their Piccadilly office.
This role offers the opportunity to become a key member of a collaborative team that places genuine value on relationships, professionalism and high-quality advice. The successful individual will play an important role in managing the administration and servicing of corporate benefits arrangements while supporting advisers in delivering excellent outcomes for clients.
The position will suit someone with strong organisational skills, a solid understanding of the employee benefits market and the confidence to interact with corporate clients, HR teams and insurance providers.
Key Responsibilities
* Manage day-to-day servicing of corporate clients and employee enquiries
* Obtain new business and renewal quotations from insurance and pension providers
* Process new business submissions and maintain accurate records within internal systems
* Administer scheme joiners and leavers across employee benefit programmes
* Support the management of claims and “on-risk” matters within group protection schemes
* Assist with the administration of workplace pension schemes
* Issue authority letters to providers and collate scheme information for advisers
* Prepare renewal documentation and assist advisers with annual scheme reviews
* Support advisers with client presentations and recommendation reports
* Review and distribute policy documentation and scheme updates
* Prepare and issue client invoices where required
* Maintain strong relationships with HR contacts and provider account managers
Experience & Skills
* Minimum 2 years’ experience within employee benefits, group risk or pensions administration (not candidates from the HR side please)
* Must have prior experince from the employee benefits sector.
* Strong attention to detail with excellent organisational and communication skills
* Ability to manage multiple schemes and deadlines in a client-facing environment
* Experience liaising with providers such as major UK insurers is advantageous
Package
* £45,000 – £65,000 base salary very much dependant on experience
* 25 days holiday plus bank holidays
* Additional leave between Christmas and New Year
* Private medical insurance
* Death in service cover
* Pension scheme via salary exchange
* Company-funded social events and annual away days